BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

DecisionPoint Financial, LLC

· CIK 0001938514
13F Portfolio $540M AUM 1,429 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 802 New 312 Added 119 Reduced 64 Exited
Page 46 of 71  ·  1,416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FNB F N B CORP Financial Services 12.0 $234.0 NEW $19.50 -5.3%
902 AAON AAON INC Industrials 2.0 $233.0 NEW $116.50 -31.5%
903 MOH MOLINA HEALTHCARE INC Healthcare 1.0 $233.0 NEW $233.00 -13.1%
904 ST SENSATA TECHNOLOGIES HLDG PL Technology 5.0 $233.0 NEW $46.60 -8.6%
905 HALO HALOZYME THERAPEUTICS INC Healthcare 3.0 $232.0 NEW $77.33 +38.4%
906 SPXC SPX TECHNOLOGIES INC Industrials 1.0 $232.0 NEW $232.00 -11.3%
907 SOMNIGROUP INTERNATIONAL INC 3.0 $232.0 NEW $77.33
908 CPRT COPART INC Industrials 8.0 $231.0 +4.0 +100.0% $28.88 +13.1%
909 CRL CHARLES RIV LABS INTL INC Healthcare 1.0 $230.0 NEW $230.00 +28.3%
910 DAR DARLING INGREDIENTS INC Consumer Defensive 4.0 $227.0 NEW $56.75 +10.1%
911 HWC HANCOCK WHITNEY CORPORATION Financial Services 3.0 $227.0 NEW $75.67 -0.6%
912 CART MAPLEBEAR INC Consumer Cyclical 5.0 $225.0 NEW $45.00 +12.8%
913 INSTALLED BLDG PRODS INC 1.0 $225.0 NEW $225.00
914 CR CRANE COMPANY Industrials 1.0 $220.0 NEW $220.00 -4.7%
915 EXP EAGLE MATLS INC Basic Materials 1.0 $220.0 NEW $220.00 -9.1%
916 AAL AMERICAN AIRLINES GROUP INC Industrials 12.0 $218.0 NEW $18.17 -23.8%
917 KGS KODIAK GAS SVCS INC Energy 3.0 $218.0 NEW $72.67 -16.8%
918 MCY MERCURY GENL CORP NEW Financial Services 2.0 $218.0 NEW $109.00 -3.6%
919 NOV NOV INC Energy 12.0 $218.0 NEW $18.17 +11.4%
920 GTES GATES INDL CORP PLC Industrials 8.0 $218.0 NEW $27.25 -2.1%
Page 46 of 71  ·  1,416 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.5%
Technology 23.0%
Consumer Cyclical 9.6%
Industrials 4.9%
Communication Services 2.8%
Healthcare 2.4%
Energy 1.6%
Consumer Defensive 0.4%
Utilities 0.3%
Basic Materials 0.2%